Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FXFHF (Fairfax Financial Holdings Ltd Pfd Shs Ser F 5 Yr Rate Reset) | NA | 47.27% | 21.05% | 12.15% | NA | NA | NA | … | … |
Data as of 03/31/2025, Common starting date is 03/28/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FXFHF (Fairfax Financial Holdings Ltd Pfd Shs Ser F 5 Yr Rate Reset) | 03/28/2018 | 03/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 47.27 | 21.05 | 12.15 | NA | NA | NA | … | … | 32.11 | 22.64 | 5.16 | -11.05 |
| Sharpe Ratio | NA | 1.95 | 0.74 | 0.39 | NA | NA | NA | … | … | 5.01 | 1.70 | 0.23 | -0.15 |
| Standard Deviation(%) | NA | 22.45 | 17.76 | 17.76 | NA | NA | NA | … | … | 42.44 | 11.20 | 6.58 | 22.86 |
| Draw Down(%) | NA | 5.81 | 14.56 | 14.56 | NA | NA | NA | … | … | 5.81 | 5.30 | 4.84 | 14.56 |
| Yield(%) | 0.00 | 9.35 | 8.43 | 5.06 | 2.16 | 1.44 | 1.08 | … | … | 1.90 | 10.61 | 9.73 | 3.31 |
Data as of 03/31/2025, Common starting date is 03/28/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXFHF (Fairfax Financial Holdings Ltd Pfd Shs Ser F 5 Yr Rate Reset) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXFHF (Fairfax Financial Holdings Ltd Pfd Shs Ser F 5 Yr Rate Reset) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart